CPAStack is the all-in-one practice platform for small & mid-size US tax and accounting firms. Client portal, AI document extraction, case tracking, communications, billing — in 中文, English, and Español.
QuickBooks for books, Drake or TaxAct for filing, Google Drive for documents, Gmail for client back-and-forth, Excel for tracking deadlines, Zelle for payments, and a paper notebook for notes. Sound familiar?
Clients email W-2s. You download them. Re-upload to Drive. Three weeks later, can't find them. CPAStack: one client portal, one folder per client, automatic.
Color-coded spreadsheet with 200 rows and 12 columns. Updated when you remember. CPAStack: every case has a status pipeline; nothing falls through.
Clients send PDF W-2s. You type the numbers into Drake. 15 minutes per return × 100 returns = 25 hours a season. CPAStack: AI extracts every field automatically.
Email a Word invoice. Wait. Send a reminder. Wait. Accept Zelle. CPAStack: one click → Stripe payment link → client pays from their phone.
Built by working CPAs who got tired of duct-taping software together. Every feature exists because a real firm needed it.
Your clients sign in in their language — 中文, English, or Español. They upload W-2s, see case status, and pay invoices without a phone call.
Drop a W-2, 1099, 1098, or K-1 PDF. AI reads every box and pre-fills the return. Bank statements → transactions, categorized to Schedule C lines.
Tax filing, company registration, sales tax, payroll, immigration — every service has its own status pipeline, document checklist, and due dates.
Stripe Checkout link in an email. Client pays from their phone. You see "Paid" badge update in real time. No more Zelle/Venmo screenshots.
Schedule-C-ready chart of accounts, auto-categorization, year-end reports. Replaces QuickBooks for small business clients.
Supabase-backed RLS isolates every firm's data. SSNs never touch local storage. SOC 2 in progress.
Your client opens portal.cltax.com on their phone, snaps a photo of their W-2, and you have it in your dashboard 5 seconds later.
Upload your logo, set your colors, point your domain. Clients see your firm, not CPAStack.
2025 OBBBA SALT cap, CTC, standard deduction — all updated. Multi-year support (2024 + 2025) for amended returns.
Pay for your firm, not per client. Unlimited clients on every plan. 14-day free trial — no card required.
For solo practitioners just starting out.
For growing firms with multiple staff.
For established firms with 6+ staff.
If you're a CPA, EA, or registered tax preparer serving individuals and small businesses — especially Chinese-speaking, Spanish-speaking, or immigrant communities — CPAStack was built for your day-to-day.
14-day free trial. No card required. Set up your firm in under 10 minutes.